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SoFi Technologies

733 hedge funds and large institutions have $10.5B invested in SoFi Technologies in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 302 increasing their positions, 203 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

5.31% more ownership

Funds ownership: 46.68%51.99% (+5.3%)

5% more funds holding

Funds holding: 701733 (+32)

Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.66B
Puts
$2.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
451
Fermata Advisors
California
$286K
APW
452
Axim Planning & Wealth
Ohio
$285K
WG
453
Winton Group
United Kingdom
$282K
SAG
454
SageView Advisory Group
California
$281K
AFP
455
Ausdal Financial Partners
Iowa
$280K
WC
456
Whitney & Co
New York
$275K
GAM
457
Gotham Asset Management
New York
$273K
FWM
458
Focused Wealth Management
New York
$271K
FWP
459
FAS Wealth Partners
Kansas
$270K
EAM
460
Eventide Asset Management
Massachusetts
$270K
HCMT
461
Highland Capital Management (Tennessee)
Tennessee
$269K
TPA
462
Trivium Point Advisory
Connecticut
$268K
AC
463
Avestar Capital
New York
$266K
FFWM
464
Future Financial Wealth Management
Ohio
$264K
GSIAS
465
Garden State Investment Advisory Services
New Jersey
$264K
PCA
466
Pallas Capital Advisors
Massachusetts
$261K
PA
467
Parallel Advisors
California
$259K
BP
468
Ballentine Partners
Massachusetts
$259K
CFG
469
Cooper Financial Group
California
$258K
SOW
470
State of Wyoming
Wyoming
$257K
PS
471
Principal Securities
Iowa
$256K
SI
472
Sava Infond
Slovenia
$255K
BEI
473
Benjamin Edwards Inc
Missouri
$254K
SB
474
SIG Brokerage
New York
$251K
Franklin Resources
475
Franklin Resources
California
$251K